See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,989 | $96,635-95.9% | $86,612-95.4% | $139,434-97.1% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | -70.01% | 106.41%-176.4pp | 591.07%-661.1pp | 372.94%-442.9pp |
| Employer contribution / active EE | $990 | $3,263-69.6% | $3,022-67.2% | $4,751-79.2% |
| Participant deferral / active EE | $1,546 | $4,836-68.0% | $4,438-65.2% | $6,710-77.0% |
| Admin fee / account holder | $75 | $6,408-98.8% | $5,614-98.7% | $11,403-99.3% |